Gartner defines document management as the tools and practices used to capture, store, process and deliver documents and information in support of personal, team and enterprise needs. Gartner estimates that 70% to 90% of enterprise data is unstructured, posing a significant challenge for organizations that need to unlock its potential using AI and also mitigate the risks of poor information governance. Document management platforms are critical to enterprise application strategies that require AI-ready, unstructured data (aka enterprise content).
Library and repository capabilities enable the organization of document collections. Essential services required include document check-in and check-out, maintenance of version history and document identity.
Metadata capabilities facilitate the indexing of content through summary data. Read-only system metadata constitutes a mandatory service.
Administration capabilities provide advanced users and system administrators with the tools necessary to configure the system, evaluate its performance and manage its operations.
Content storage capabilities facilitate the management of where and how content is stored, aligning with an overarching information life cycle management strategy. Essential services encompass on-premises or cloud-based storage, in addition to encryption.
Security and protection capabilities prohibit unauthorized access to and modification of content and metadata. Essential services encompass role-based permissions, single-sign-on functionality and comprehensive access auditing.
Digital workplace integration guarantees that documents can be used within digital workplace suites, which comprise collaborative work management tools, workstream collaboration platforms, online meeting applications, intranets and office document editing software.
Information governance capabilities ensure that content is managed in adherence to operational and legal regulatory compliance requirements. Essential services include the formal declaration of records, their preservation, and the unrecoverable disposition of content.
Search capabilities enable users to locate content based on metadata or the textual content of documents. Mandatory capabilities include the use of metadata search, full-text search, and the security trimming of search results.
Google Drive is a cloud-based software designed to allow users to store, access, and manage files online. The software supports a variety of file formats, enabling the organization and sharing of documents, spreadsheets, presentations, and other file types across multiple devices. Google Drive offers collaborative features that facilitate real-time editing and commenting on shared files, supporting teamwork and project management. The software integrates with productivity tools such as Google Docs, Sheets, and Slides, and provides search capabilities to quickly locate files. It addresses business needs related to secure file storage, streamlined document sharing, and accessible data backup.
OneDrive is a cloud-based software designed for file storage, sharing, and synchronization across devices. It enables users to securely store documents, photos, and other files, and access them from desktop, mobile, or web platforms. The software offers features such as real-time collaboration, version history, and integration with productivity tools, supporting productivity and workflow management. OneDrive addresses business challenges related to data accessibility, remote collaboration, and backup by allowing organizations to manage files centrally, facilitate team communication, and protect against data loss. Advanced security features help safeguard sensitive information, while integration with other enterprise solutions streamlines day-to-day operations.
Microsoft 365 is a software suite that provides a range of productivity and collaboration tools, including word processing, spreadsheets, presentations, email, calendaring, and cloud storage. The software integrates applications such as Word, Excel, PowerPoint, Outlook, and OneDrive, enabling users to create, edit, and share documents across devices. It supports real-time collaboration, communication, and file management for individuals and teams. Microsoft 365 offers security features, device management capabilities, and compliance tools to address business requirements and protect organizational data. The software is designed to facilitate workplace efficiency and streamline workflows by centralizing essential business applications.
Dropbox is a software designed for file storage, synchronization, and sharing across devices. It enables users to upload files to the cloud and access them from computers, mobile devices, and web browsers. The software facilitates collaboration through shared folders and file links, which allow multiple users to contribute or view documents in real time. Dropbox supports document versioning and recovery, helping users restore previous file versions if needed. It integrates with productivity tools and applications to streamline workflows, and provides administrative controls for managing access and permissions within teams or organizations. This software addresses the business need for secure, accessible, and organized digital file management and collaboration.
Speed up operations, simplify complex tasks and stay prepared for the future with Laserfiche’s cloud content services platform for low-code content-centric process automation, document and records management, content capture and integration. Automate vendor onboarding, accounts receivable, contract management and more on Laserfiche with industry-proven process automation tools to optimize inefficient processes and focus more time on value-added work. Organize important information across the enterprise in Laserfiche so the right people have access to the right content. Intelligently capture content with Laserfiche and minimize time-consuming manual work by auto-filing incoming files into a quickly searchable, organized location. Enable connected user experiences across the line-of-business applications your teams rely on by taking advantage of Laserfiche’s low-code integration tools and APIs to develop custom solutions.
M-Files is a Context-First Document Management platform that organizes information based on what it is—not where it’s stored. By unifying documents, data, & processes into a single, context-rich view, M-Files eliminates manual document handling, reduces operational friction, and enables consistent, policy-driven governance. M-Files is native to Microsoft 365 and integrated with leading business applications, enabling organizations across a variety of industries to work in familiar tools while gaining enterprise-grade automation, governance & control. Its intelligence layer, M-Files Aino, enriches metadata, enhances discoverability, and delivers precise, context-aware insights that power automation and trustworthy AI. Organizations can reduce operational friction & improve document reliability, automate approvals, audits, quality checks & reporting, strengthen compliance with consistent, policy-driven governance and trust AI-powered insights grounded in accurate, contextualized content.
Adobe Acrobat is a software designed for creating, editing, managing, and sharing PDF documents. It offers features for converting files from various formats to PDF, as well as tools for editing text and images within PDF files. The software includes options for organizing and combining multiple documents, securing files through password protection and permissions, and enabling electronic signatures for document workflows. Adobe Acrobat provides functions for reviewing and commenting, facilitating collaboration among multiple users. The software addresses business needs related to digital document management, ensuring efficient handling, distribution, and archiving of files in an electronic format.
Box is a cloud-based software that enables organizations to manage, store, and share files securely across teams and devices. The software supports collaboration by allowing users to edit documents, assign tasks, leave comments, and control file versioning. It includes permission settings for data access and integrates with a range of productivity tools and enterprise applications to streamline workflows. Box aims to address challenges related to file organization, content management, and secure data sharing, making it suitable for businesses that require centralized document storage, real-time collaboration, and compliance with regulatory requirements.
FileCloud is a software designed for secure file sharing, synchronization, and data governance suitable for organizations seeking control over their digital assets. The software supports file storage, access, and collaboration across different devices and locations, while providing administrative tools for compliance, activity auditing, and user management. FileCloud offers features such as document management, data loss prevention, and access controls to help businesses address security requirements and regulatory compliance. It includes support for on-premises, cloud, or hybrid deployment models, making it adaptable to diverse IT infrastructures. The software aims to facilitate efficient data access, sharing, and collaboration while maintaining privacy and security standards.
OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly
tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built
integrations and connectors to core industry LOB applications such as Epic and Workday, supporting
critical content and process solutions. With repeatable industry solutions, OnBase provides the
capability to intelligently automate your business processes so your team can focus on higher value
work without the need to build costly customized solutions. With business ownership of solutions,
OnBase enables expansion beyond IT, delivering faster ROI.
ShareFile is a software designed to facilitate secure file sharing, storage, and collaboration for organizations. It enables users to send and receive documents, manage file access, and control permissions within a centralized platform. The software supports workflow automation, e-signatures, and integration with various productivity applications, aiming to streamline document handling and reduce manual processes related to file distribution. ShareFile addresses business needs around data security, compliance, and efficient management of digital content by providing tools for encrypted transfers and audit trails. The software offers solutions intended to help organizations manage files in a secure and organized manner, ensuring regulatory requirements are met while maintaining collaboration efficiency.
Egnyte is a cloud-based platform that helps businesses manage, protect, and govern their digital content. It offers a variety of features, including: AI – Built-in generative AI automates tasks around unstructured data, while predictive AI identifies sensitive data and detects unusual behaviors for proactive security. COLLABORATION -- Securely share files and collaborate with others in real-time, on any device, and co-edit Microsoft Office and Google Workspace files. SECURITY -- Prevent unauthorized sharing of sensitive data, detect internal and external threats, and manage unintended insider risk. GOVERNANCE -- Meet data privacy and compliance regulations and set up automated workflows to ensure files are reviewed and approved before sharing. Egnyte is used by businesses in highly regulated industries, such as life sciences, financial services, engineering, government and defense, and health care.
Tresorit is a cloud-based software designed to provide secure file storage, sharing, and collaboration for individuals and organizations. The software employs end-to-end encryption to protect data both at rest and in transit, ensuring that only authorized users can access and manage files. Features include file synchronization across multiple devices, user and permission management, secure links for file sharing, granular access controls, and activity tracking. Tresorit supports workflows that require compliance with various data protection regulations by providing audit trails and data residency options. The software aims to address business problems related to data security, regulatory compliance, and collaboration among distributed teams.
DocuWare's document management system is designed to solve the common challenges businesses face, such as managing information silos and reducing data duplication. The platform provides advanced document indexing, secure storage, and workflow automation, which seamlessly integrates with tools like Microsoft 365 and SharePoint. It is cloud-based, facilitating secure online collaboration, version control, and comprehensive administrative oversight, but also available on-premises for businesses requiring localized solutions. AI-powered workflows ensure smart and intuitive processing and transformation of business operations. DocuWare’s solution helps businesses boost productivity, maintain data security, and stay compliant with industry regulations, providing a solid foundation for effective digital transformation. Numerous add-ons further enhance the platform, allowing customization and scalability to meet specific business requirements.
Zoho WorkDrive is a software designed for file management and team collaboration, enabling organizations to store, organize, and share documents securely. The software supports real-time collaboration by allowing teams to create, access, and edit files from anywhere. It provides granular access controls, activity tracking, and audit trails to help maintain data security and compliance. Zoho WorkDrive integrates with a range of business applications to streamline workflow processes, simplifies document management with advanced search and version controls, and addresses the business need for centralized document storage that enhances productivity and supports distributed teams.
Doxis Intelligent Content Automation is an AI-powered content services platform designed to bridge and automate content across best-of-breed apps like SAP, Salesforce & Microsoft to deliver a contextualized content experience and a future-ready digital workplace. What’s inside: Composable and contextual AI to harness and disseminate hidden insights; cloud-native solution suites, e.g. Doxis Intelligent Purchase-to-Pay Automation, Doxis Content Bridge for SAP & Salesforce, Doxis Healthcare; in addition to easily configurable, custom content services applications, e.g. intelligent archiving, document management, workflow automation, contract management, HR, QM, invoice and order confirmation automation; and solutions for verticals like banking, healthcare, insurance, logistics, manufacturing sector, public sector, retail, utilities. Doxis connects with a wide range of leading business applications, such as SAP, Salesforce & Microsoft.
OpenText Extended ECM is an enterprise content management platform that securely governs the information lifecycle by integrating with leading enterprise applications, such as SAP, Microsoft 365, Salesforce and SAP SuccessFactors. Extended ECM brings content and processes together to provide access to information when and where it’s needed to improve decision-making and drive operational effectiveness.
FileOrbis is a governance-first enterprise document management platform built for organizations that demand elite security, compliance, and visibility. It secures unstructured data across file servers, Microsoft 365, and hybrid clouds—all without requiring complex data migration.
By leveraging content-aware intelligence, FileOrbis enforces dynamic, policy-driven controls. It automates classification and approval-based sharing while its unique file system federation provides centralized authority over distributed repositories. FileOrbis extends Microsoft 365 by delivering granular access and continuous compliance across all interactions.
The platform integrates advanced security like DLP, malware sandboxing, zero-trust access, DRM, and Smart SFTP. Furthermore, its AI Governance layer ensures only classified, policy-compliant data is utilized by AI systems. FileOrbis provides the essential framework to maintain total control and security across the modern content ecosystem.
AMPLIFY Content Services (Legacy) is a software designed to facilitate content management and integration across various business applications and processes. The software enables organizations to store, organize, and retrieve digital content efficiently, supporting collaboration among users and teams. Through its API-driven architecture, AMPLIFY Content Services (Legacy) offers features such as document management, workflow automation, and secure access controls. The software addresses challenges related to disparate content repositories and fragmented information flows by providing a centralized platform for content governance. AMPLIFY Content Services (Legacy) allows businesses to streamline operations, reduce manual intervention, and improve compliance management by ensuring consistent access and control over enterprise content assets.
The Alfresco Digital Business Platform offers open, secure content services to let you unlock the value from your most important business information. Give users access to their content wherever and however they work with Alfresco’s open, flexible, and highly scalable cloud-native content services platform. Easily integrate and connect with everyday business applications. Find, view, collaborate on, govern, and securely share digital content—and get information to the right person at the right time.